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Ignite Planners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Ignite Planners’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
34,400
+1,987
+6% +$83K 0.21% 114
2026
Q1 		$1.21M Buy
32,413
+2,831
+10% +$109K 0.19% 133
2025
Q4 		$1.14M Buy
29,582
+4,146
+16% +$155K 0.18% 134
2025
Q3 		$950K Buy
25,436
+2,154
+9% +$76.8K 0.16% 141
2025
Q2 		$801K Buy
23,282
+1,704
+8% +$53.6K 0.14% 154
2025
Q1 		$663K Buy
21,578
+8,832
+69% +$288K 0.13% 159
2024
Q4 		$430K Buy
12,746
+3,287
+35% +$114K 0.09% 196
2024
Q3 		$313K Buy
9,459
+1,340
+17% +$42.3K 0.07% 224
2024
Q2 		$245K Buy
8,119
+129
+2% +$3.92K 0.06% 243
2024
Q1 		$251K Buy
+7,990
New +$236K 0.07% 241

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ignite Planners's SMIZ Position: Q2 2026 in Review

Ignite Planners increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 6.1% in Q2 2026, buying an estimated $83K and bringing the position to 34,400 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #114.

Ignite Planners first reported a position in SMIZ in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • Ignite Planners held 34,400 shares of Zacks Small/Mid Cap ETF worth $1.53M as of Q2 2026.
  • Ignite Planners bought 1,987 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $83K.
  • Zacks Small/Mid Cap ETF made up 0.21% of Ignite Planners's portfolio in Q2 2026, its #114 holding.
  • Ignite Planners first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.